EH
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Equitable Holdings’s Federated Hermes US Strategic Dividend ETF FDV Stock Holding History

Equitable Holdings’s Portfolio FDV Stock Details FDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.07M Buy
142,211
+9,094
+7% +$279K 0.03% 512
2025
Q4 		$3.81M Buy
133,117
+17,697
+15% +$506K 0.03% 445
2025
Q3 		$3.3M Buy
115,420
+17,235
+18% +$489K 0.02% 462
2025
Q2 		$2.7M Buy
98,185
+24,134
+33% +$649K 0.02% 484
2025
Q1 		$2.09M Buy
74,051
+3,868
+6% +$107K 0.02% 503
2024
Q4 		$1.87M Buy
70,183
+3,116
+5% +$86.4K 0.02% 501
2024
Q3 		$1.87M Buy
67,067
+2,880
+4% +$76.6K 0.02% 509
2024
Q2 		$1.59M Buy
64,187
+5,997
+10% +$148K 0.02% 524
2024
Q1 		$1.47M Buy
58,190
+43,464
+295% +$1.05M 0.02% 529
2023
Q4 		$354K Buy
+14,726
New +$335K ﹤0.01% 884

Other funds holding FDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $318M AUM 15.97% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return

Equitable Holdings's FDV Position: Q1 2026 in Review

Equitable Holdings increased its Federated Hermes US Strategic Dividend ETF (FDV) stake by 6.8% in Q1 2026, buying an estimated $279K and bringing the position to 142,211 shares worth $4.07M. The position accounts for 0.03% of the portfolio, ranked #512.

Equitable Holdings first reported a position in FDV in Q4 2023 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold FDV as of Q1 2026.

  • Equitable Holdings held 142,211 shares of Federated Hermes US Strategic Dividend ETF worth $4.07M as of Q1 2026.
  • Equitable Holdings bought 9,094 Federated Hermes US Strategic Dividend ETF shares in Q1 2026, an estimated $279K.
  • Federated Hermes US Strategic Dividend ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #512 holding.
  • Equitable Holdings first reported a position in Federated Hermes US Strategic Dividend ETF in Q4 2023 and has held it in 10 quarters since.
  • 68 funds tracked by Wall St. Rank held Federated Hermes US Strategic Dividend ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.